Person used in transactions
The list can include a partner, child, client, lender, or anyone else connected to your transactions. Invite someone to the workspace only when they need to sign in to Tetri and work with shared data.
Name, contact details, and note
The name appears in transaction filters and reports. Contact details or a note can distinguish people with the same name but do not affect calculations.
Duplicate people
If one person has two records, their transactions appear in separate groups and filters. Check the transactions linked to both records before merging them.
People in new transactions
The person field can be left empty. Use it when you need to track a debt, reimbursement, household share, or payments involving a specific person.